Summit Financial’s Sunoco SUN Stock Holding History

Summit Financial’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.17M	Sell	76,531 -5,000	-6%	-$332K	0.06%	340
2026 Q1	$5.3M	Sell	81,531 -11,675	-13%	-$708K	0.07%	293
2025 Q4	$4.88M	Buy	93,206 +26	+0%	+$1.37K	0.07%	273
2025 Q3	$4.66M	Sell	93,180 -1	-0%	-$52	0.07%	272
2025 Q2	$4.99M	Buy	93,181 +1	+0%	+$55	0.11%	163
2025 Q1	$5.41M	Buy	93,180 +16,732	+22%	+$947K	0.15%	132
2024 Q4	$3.93M	Buy	76,448 +5,212	+7%	+$275K	0.14%	131
2024 Q3	$3.82M	Buy	+71,236	New	+$3.86M	0.15%	112

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's SUN Position: Q2 2026 in Review

Summit Financial reduced its Sunoco (SUN) stake by 6.1% in Q2 2026, selling an estimated $332K and leaving 76,531 shares worth $5.17M. The position accounts for 0.06% of the portfolio, ranked #340.

Summit Financial first reported a position in SUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.41M in Q1 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Summit Financial held 76,531 shares of Sunoco worth $5.17M as of Q2 2026.
Summit Financial sold 5,000 Sunoco shares in Q2 2026, an estimated $332K.
Sunoco made up 0.06% of Summit Financial's portfolio in Q2 2026, its #340 holding.
Summit Financial first reported a position in Sunoco in Q3 2024 and has held it in 8 quarters since.
Summit Financial's Sunoco position peaked at $5.41M in Q1 2025.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.